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Monday, August 16, 2010 12:30:05 AM
IDIX ReadMeFirst
[Updates:
2Q10 financial results;
liquidity and cash usage;
transcript from 2Q10 CC
latest investor slide set;
2010-2011 news flow;
composition of BoD (updated for departure of Steven Projan)
table of insider shareholdings and options;
table of major shareholders;
musings on buyout vig;
why investors tend to overlook IDX899;
phase-2b data for GSK’s ‘572 integrase inhibitor;
new version of “The New Battle Lines in HIV”;
new version of “HCV: Most Likely to Succeed”;
new version of “Who’s Who in All-Oral HCV Programs.”]
What is IDIX’s business all about?
Investor slide set (Aug 2010; 26 slides)
IDIX’s drug portfolio
Transcript of 2Q10 conference call
#msg-50505854 Thomas Weisel report with $9 target (4/23/10)
#msg-53235666 Who’s who in all-oral HCV programs
Valuation and finances
#msg-52659147 2Q10 financial results
#msg-52727319 Liquidity and cash usage
#msg-50505854 Thomas Weisel report with $9 target (4/23/10)
#msg-49743057 Milestone payments from GSK
#msg-35740500 Tyzeka royalty stream worth ~$25M
#msg-49569765 Latest financing transaction
#msg-49785732 Share count for valuation purposes
#msg-52570892 Musings on buyout vig
News flow
#msg-53353565 2010-2011 news flow
Officers, directors, and major shareholders
#msg-53320091 Composition of Board of Directors
#msg-48436375 Tamar Howson appointed to BoD (Mar 2010)
Capsule résumés of executive officers (click on a name)
#msg-37998991 NVS, IDIX revise terms of relationship
#msg-53353664 Largest shareholders include NVS and GSK
#msg-49785817 Chronology of NVS’ equity stake
#msg-53346061 Insider shareholdings and options
#msg-44704472 Recent insider transactions
HCV program: Economic rationale and competition
#msg-53191986 HCV: Most Likely to Succeed (IMHO)
#msg-53235666 Who’s Who in All-oral HCV Programs
#msg-51243275 Musings on partnerships for IDIX’s HCV drugs (1)
#msg-49732533 Musings on partnerships for IDIX’s HCV drugs (2)
#msg-50280348 HCV treatment paradigms 2010-2017
#msg-38956178 HCV market forecast from Decision Resources
#msg-40127105 Up-front payments of HCV partnerships
#msg-29018192 Prevalence and incidence of HCV in the US
#msg-30190435 Devastating risk of undertreating HCV
#msg-34694166 US prevalence of genotypes 1a and 1b
#msg-34797714 Annual sales of ifn-alpha drugs
#msg-36780163 Musings on combining agents from different classes
#msg-48546028 Musings on combination therapy vis-à-vis NVS
#msg-34925415 Interferon and the Law of Diminishing Returns
HCV program: IDX184 nucleotide polymerase inhibitor
#msg-49003061 Interim phase-2a data look very nice! (table)
#msg-49096739 Interim phase-2a data look very nice (PR)
#msg-52028450 IDX184+IDX320 DDI study begins
#msg-49115388 Why nucleotides are better than nucleosides
#msg-39719159 Phase-1b monotherapy data
#msg-49055353 Replicon data in combination with other IDIX drugs (1)
#msg-47954632 Replicon data in combination with other IDIX drugs (2)
#msg-43046863 NVS declines to license IDX184
#msg-43102142 Musings on NVS’ decision (dewophile)
#msg-49116246 Possible IDX184 interest by Roche (1)
#msg-49123150 Possible IDX184 interest by Roche (2)
#msg-26915921 How IDX184 is unlike NM283
HCV program: IDX320 protease inhibitor
#msg-51127676 Phase-1b (proof of concept) trial begins
#msg-52028450 IDX184+IDX320 DDI study begins
#msg-51165077 IDX320 half-life and dosing frequency
#msg-49055353 Phase-1 PK and drug-interaction data
#msg-47954632 Replicon data in combination with other IDIX drugs
#msg-36600884 Musings on selectivity of HCV PI’s
HCV program: IDX375 non-nucleoside polymerase inhibitor
#msg-45350536 Initial data from phase-1 SAD study
#msg-49055353 Replicon data in combination with other IDIX drugs (1)
#msg-47954632 Replicon data in combination with other IDIX drugs (2)
#msg-37246670 EASL 2009 press release
#msg-34334563 Blurb on IDX375 from hivandhepatitis.com
HIV program
#msg-53347983 The New Battle Lines in HIV
#msg-52408979 Sustiva, which IDX899 might supersede, sells $1.3B/yr
#msg-35391933 IDIX, GSK ink IDX899 collaboration
#msg-52571933 Why investors tend to overlook IDX899
#msg-43254006 GSK/PFE launch ViiV Healthcare
#msg-49507158 IDIX receives $6.5M milestone from GSK (4/23/10)
#msg-49743057 Remaining IDX899 milestone payments from GSK
#msg-50765370 Design of phase-2b trials (scan to bottom)
#msg-48915175 How GSK is planning for a “nuke-sparing” trial
#msg-49282477 Why GSK is planning for a “nuke-sparing” trial
#msg-52730834 Phase-2b data for GSK’s ‘572 integrase inhibitor
#msg-37495719 Anticipated duration of a phase-2b trial
#msg-44790049 PK/food trial
#msg-31925486 Phase-1/2 IDX899 monotherapy data (PR)
#msg-31944395 Phase-1/2 IDX899 monotherapy data (chart)
#msg-46084532 IDX899 paper in Curr Opin Investigational Drugs
#msg-49275972 HIV market data from GILD’s 1Q10 CC
#msg-35674369 HIV market overview (2007 article from CNNMoney)
#msg-34894135 Musings on Truvada’s patent status
#msg-31175781 HIV incidence in US is higher than previously thought
#msg-31419107 Increased HIV screening will expand market
#msg-33124429 New guidelines to recommend earlier treatment (1)
#msg-36745396 New guidelines to recommend earlier treatment (2)
#msg-37210627 Half of untreated US carriers are in 350-500 CD4 range
#msg-29985830 Design of a late-stage HIV trial
Reference links
#msg-49716235 Overview of the HCV arena (from C&EN)
http://www.idenix.com/hepc/about
HCV drugs on market and in development
HIV drugs on market and in development
http://www.hivandhepatitis.com
[Updates:
2Q10 financial results;
liquidity and cash usage;
transcript from 2Q10 CC
latest investor slide set;
2010-2011 news flow;
composition of BoD (updated for departure of Steven Projan)
table of insider shareholdings and options;
table of major shareholders;
musings on buyout vig;
why investors tend to overlook IDX899;
phase-2b data for GSK’s ‘572 integrase inhibitor;
new version of “The New Battle Lines in HIV”;
new version of “HCV: Most Likely to Succeed”;
new version of “Who’s Who in All-Oral HCV Programs.”]
What is IDIX’s business all about?
Investor slide set (Aug 2010; 26 slides)
IDIX’s drug portfolio
Transcript of 2Q10 conference call
#msg-50505854 Thomas Weisel report with $9 target (4/23/10)
#msg-53235666 Who’s who in all-oral HCV programs
Valuation and finances
#msg-52659147 2Q10 financial results
#msg-52727319 Liquidity and cash usage
#msg-50505854 Thomas Weisel report with $9 target (4/23/10)
#msg-49743057 Milestone payments from GSK
#msg-35740500 Tyzeka royalty stream worth ~$25M
#msg-49569765 Latest financing transaction
#msg-49785732 Share count for valuation purposes
#msg-52570892 Musings on buyout vig
News flow
#msg-53353565 2010-2011 news flow
Officers, directors, and major shareholders
#msg-53320091 Composition of Board of Directors
#msg-48436375 Tamar Howson appointed to BoD (Mar 2010)
Capsule résumés of executive officers (click on a name)
#msg-37998991 NVS, IDIX revise terms of relationship
#msg-53353664 Largest shareholders include NVS and GSK
#msg-49785817 Chronology of NVS’ equity stake
#msg-53346061 Insider shareholdings and options
#msg-44704472 Recent insider transactions
HCV program: Economic rationale and competition
#msg-53191986 HCV: Most Likely to Succeed (IMHO)
#msg-53235666 Who’s Who in All-oral HCV Programs
#msg-51243275 Musings on partnerships for IDIX’s HCV drugs (1)
#msg-49732533 Musings on partnerships for IDIX’s HCV drugs (2)
#msg-50280348 HCV treatment paradigms 2010-2017
#msg-38956178 HCV market forecast from Decision Resources
#msg-40127105 Up-front payments of HCV partnerships
#msg-29018192 Prevalence and incidence of HCV in the US
#msg-30190435 Devastating risk of undertreating HCV
#msg-34694166 US prevalence of genotypes 1a and 1b
#msg-34797714 Annual sales of ifn-alpha drugs
#msg-36780163 Musings on combining agents from different classes
#msg-48546028 Musings on combination therapy vis-à-vis NVS
#msg-34925415 Interferon and the Law of Diminishing Returns
HCV program: IDX184 nucleotide polymerase inhibitor
#msg-49003061 Interim phase-2a data look very nice! (table)
#msg-49096739 Interim phase-2a data look very nice (PR)
#msg-52028450 IDX184+IDX320 DDI study begins
#msg-49115388 Why nucleotides are better than nucleosides
#msg-39719159 Phase-1b monotherapy data
#msg-49055353 Replicon data in combination with other IDIX drugs (1)
#msg-47954632 Replicon data in combination with other IDIX drugs (2)
#msg-43046863 NVS declines to license IDX184
#msg-43102142 Musings on NVS’ decision (dewophile)
#msg-49116246 Possible IDX184 interest by Roche (1)
#msg-49123150 Possible IDX184 interest by Roche (2)
#msg-26915921 How IDX184 is unlike NM283
HCV program: IDX320 protease inhibitor
#msg-51127676 Phase-1b (proof of concept) trial begins
#msg-52028450 IDX184+IDX320 DDI study begins
#msg-51165077 IDX320 half-life and dosing frequency
#msg-49055353 Phase-1 PK and drug-interaction data
#msg-47954632 Replicon data in combination with other IDIX drugs
#msg-36600884 Musings on selectivity of HCV PI’s
HCV program: IDX375 non-nucleoside polymerase inhibitor
#msg-45350536 Initial data from phase-1 SAD study
#msg-49055353 Replicon data in combination with other IDIX drugs (1)
#msg-47954632 Replicon data in combination with other IDIX drugs (2)
#msg-37246670 EASL 2009 press release
#msg-34334563 Blurb on IDX375 from hivandhepatitis.com
HIV program
#msg-53347983 The New Battle Lines in HIV
#msg-52408979 Sustiva, which IDX899 might supersede, sells $1.3B/yr
#msg-35391933 IDIX, GSK ink IDX899 collaboration
#msg-52571933 Why investors tend to overlook IDX899
#msg-43254006 GSK/PFE launch ViiV Healthcare
#msg-49507158 IDIX receives $6.5M milestone from GSK (4/23/10)
#msg-49743057 Remaining IDX899 milestone payments from GSK
#msg-50765370 Design of phase-2b trials (scan to bottom)
#msg-48915175 How GSK is planning for a “nuke-sparing” trial
#msg-49282477 Why GSK is planning for a “nuke-sparing” trial
#msg-52730834 Phase-2b data for GSK’s ‘572 integrase inhibitor
#msg-37495719 Anticipated duration of a phase-2b trial
#msg-44790049 PK/food trial
#msg-31925486 Phase-1/2 IDX899 monotherapy data (PR)
#msg-31944395 Phase-1/2 IDX899 monotherapy data (chart)
#msg-46084532 IDX899 paper in Curr Opin Investigational Drugs
#msg-49275972 HIV market data from GILD’s 1Q10 CC
#msg-35674369 HIV market overview (2007 article from CNNMoney)
#msg-34894135 Musings on Truvada’s patent status
#msg-31175781 HIV incidence in US is higher than previously thought
#msg-31419107 Increased HIV screening will expand market
#msg-33124429 New guidelines to recommend earlier treatment (1)
#msg-36745396 New guidelines to recommend earlier treatment (2)
#msg-37210627 Half of untreated US carriers are in 350-500 CD4 range
#msg-29985830 Design of a late-stage HIV trial
Reference links
#msg-49716235 Overview of the HCV arena (from C&EN)
http://www.idenix.com/hepc/about
HCV drugs on market and in development
HIV drugs on market and in development
http://www.hivandhepatitis.com
“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”
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